Integrity Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $523K | Buy |
1,862
+428
| +30% | +$120K | 0.27% | 84 |
|
2025
Q1 | $371K | Buy |
1,434
+311
| +28% | +$80.4K | 0.21% | 90 |
|
2024
Q4 | $297K | Buy |
1,123
+163
| +17% | +$43K | 0.17% | 95 |
|
2024
Q3 | $253K | Buy |
960
+70
| +8% | +$18.5K | 0.15% | 101 |
|
2024
Q2 | $215K | Buy |
890
+258
| +41% | +$62.4K | 0.13% | 109 |
|
2024
Q1 | $158K | Buy |
632
+117
| +23% | +$29.2K | 0.11% | 114 |
|
2023
Q4 | $120K | Buy |
515
+3
| +0.6% | +$697 | 0.09% | 121 |
|
2023
Q3 | $107K | Sell |
512
-65
| -11% | -$13.5K | 0.08% | 122 |
|
2023
Q2 | $127K | Buy |
577
+33
| +6% | +$7.27K | 0.09% | 108 |
|
2023
Q1 | $115K | Buy |
544
+9
| +2% | +$1.9K | 0.09% | 116 |
|
2022
Q4 | $109K | Buy |
535
+228
| +74% | +$46.5K | 0.1% | 108 |
|
2022
Q3 | $58K | Hold |
307
| – | – | 0.06% | 114 |
|
2022
Q2 | $60K | Buy |
307
+76
| +33% | +$14.9K | 0.06% | 115 |
|
2022
Q1 | $55K | Buy |
231
+129
| +126% | +$30.7K | 0.05% | 114 |
|
2021
Q4 | $26K | Buy |
+102
| New | +$26K | 0.02% | 141 |
|